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Keener Financial Planning’s Aflac AFL Stock Holding History

Keener Financial Planning’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-125
Closed -$13K – 67
2025
Q3 		$13K Hold
125
– – 0.01% 148
2025
Q2 		$13K Hold
125
– – 0.01% 148
2025
Q1 		$13K Hold
125
– – 0.01% 113
2024
Q4 		$12K Hold
125
– – 0.01% 128
2024
Q3 		$13K Hold
125
– – 0.01% 121
2024
Q2 		$11K Sell
125
-104
-45% -$8.94K 0.01% 132
2024
Q1 		$20K Buy
+229
New +$18.8K 0.01% 126

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Keener Financial Planning's AFL Position: Q4 2025 in Review

Keener Financial Planning sold out of Aflac (AFL) in Q4 2025, closing a stake of 125 shares — an estimated $13K sold.

Keener Financial Planning first reported a position in AFL in Q1 2024 and held it in 7 quarters. The position peaked at $20K in Q1 2024. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Keener Financial Planning reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 125 Aflac shares in Q4 2025, an estimated $13K.
  • Keener Financial Planning first reported a position in Aflac in Q1 2024 and held it in 7 quarters.
  • Keener Financial Planning's Aflac position peaked at $20K in Q1 2024.
  • 1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.